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Nonprofiteer
← LIFE AT ST FRANCIS HEALTHCARE INC

Form 990 for tax year 2022

Filed by LIFE AT ST FRANCIS HEALTHCARE INC.

Totals

Total revenue
$34,742,239
Total expenses
$28,720,817
Contributions and grants received
$234,887
Grants paid
$0
Program service revenue
$34,219,050
Investment income
$288,302
Other revenue
$0
Total assets, end of year
$28,462,154
Total liabilities, end of year
$8,393,834
Net assets or fund balances, end of year
$20,068,320
Program services expenses (Part IX)
$27,174,650
Management and general expenses
$1,546,167
Fundraising expenses
$0
Program service expenses (Part III)
$27,174,650

Program services were 94.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BENJAMIN CARTER

    DIR AT 8/22; TRINITY HLTH EVP & COO

    Total calculated
    $2,857,735
    From this org
    $0
    From related orgs
    $2,758,940
    Other
    $98,795
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,408,317 related
    Bonus
    $0 + $910,000 related
    Other
    $0 + $440,623 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $80,495 related
    Filer's total
    $0 + $2,857,735 related

  • JOHN CAPASSO

    DIR & TRINITY EVP CONT CARE THR 8/22

    Total calculated
    $2,250,598
    From this org
    $0
    From related orgs
    $1,172,736
    Other
    $1,077,862
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,221 related
    Bonus
    $0 + $366,306 related
    Other
    $0 + $411,209 related
    Deferred
    $0 + $1,035,175 related
    Nontaxable benefits
    $0 + $42,687 related
    Filer's total
    $0 + $2,250,598 related

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $793,898
    From this org
    $0
    From related orgs
    $634,220
    Other
    $159,678
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,046 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $76,431 related
    Deferred
    $0 + $126,205 related
    Nontaxable benefits
    $0 + $33,473 related
    Filer's total
    $0 + $793,898 related

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANN MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BEVERLY JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARJORIE TAPIA RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $537,939
    From this org
    $0
    From related orgs
    $443,402
    Other
    $94,537
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,047 related
    Bonus
    $0 + $81,113 related
    Other
    $0 + $10,242 related
    Deferred
    $0 + $58,072 related
    Nontaxable benefits
    $0 + $36,465 related
    Filer's total
    $0 + $537,939 related

  • MARCUS BOWENS

    TREAS; CFO CC;INT PRES/CEO TCCS 1/23

    Total calculated
    $391,375
    From this org
    $0
    From related orgs
    $362,651
    Other
    $28,724
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,498 related
    Bonus
    $0 + $39,155 related
    Other
    $0 + $998 related
    Deferred
    $0 + $14,418 related
    Nontaxable benefits
    $0 + $14,306 related
    Filer's total
    $0 + $391,375 related

  • KIMBERLY SAXTON

    VICE PRESIDENT, FINANCE

    Total calculated
    $330,991
    From this org
    $0
    From related orgs
    $276,250
    Other
    $54,741
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,473 related
    Bonus
    $0 + $47,298 related
    Other
    $0 + $3,479 related
    Deferred
    $0 + $17,083 related
    Nontaxable benefits
    $0 + $37,658 related
    Filer's total
    $0 + $330,991 related

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $492,633
    From this org
    $0
    From related orgs
    $452,162
    Other
    $40,471
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,098 related
    Bonus
    $0 + $72,600 related
    Other
    $0 + $16,464 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $26,746 related
    Filer's total
    $0 + $492,633 related

  • ANNE LEWIS

    CHIEF OPERATING OFFICER

    Total calculated
    $388,639
    From this org
    $0
    From related orgs
    $339,834
    Other
    $48,805
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,580 related
    Bonus
    $0 + $54,848 related
    Other
    $0 + $25,406 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $35,080 related
    Filer's total
    $0 + $388,639 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $347,834
    From this org
    $0
    From related orgs
    $293,180
    Other
    $54,654
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,513 related
    Bonus
    $0 + $50,738 related
    Other
    $0 + $5,929 related
    Deferred
    $0 + $17,892 related
    Nontaxable benefits
    $0 + $36,762 related
    Filer's total
    $0 + $347,834 related

  • PAUL EBERTS MD

    MEDICAL DIRECTOR

    Total calculated
    $267,361
    From this org
    $0
    From related orgs
    $238,731
    Other
    $28,630
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $235,851 related
    Bonus
    $0
    Other
    $0 + $2,880 related
    Deferred
    $0 + $17,874 related
    Nontaxable benefits
    $0 + $10,756 related
    Filer's total
    $0 + $267,361 related

  • AMY MILLIGAN

    EXECUTIVE DIRECTOR

    Total calculated
    $178,176
    From this org
    $0
    From related orgs
    $169,463
    Other
    $8,713
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,457 related
    Bonus
    $0 + $13,410 related
    Other
    $0 + $1,596 related
    Deferred
    $0 + $7,554 related
    Nontaxable benefits
    $0 + $1,159 related
    Filer's total
    $0 + $178,176 related

  • SUSAN MADDOX

    DIRECTOR CLINICAL OPERATIONS

    Total calculated
    $145,144
    From this org
    $0
    From related orgs
    $116,099
    Other
    $29,045
    Hours/week
    40

  • CAROL HASSE-JUNGKURTH

    NURSE PRACTIONER

    Total calculated
    $139,577
    From this org
    $0
    From related orgs
    $123,066
    Other
    $16,511
    Hours/week
    40

  • STEPHANIE MOON

    NURSE PRACTIONER

    Total calculated
    $130,365
    From this org
    $0
    From related orgs
    $123,864
    Other
    $6,501
    Hours/week
    40

  • JAMES WOODWARD

    FORMER OFFICER; THMA PRESIDENT & CEO

    Total calculated
    $1,448,800
    From this org
    $0
    From related orgs
    $1,374,727
    Other
    $74,073
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $819,358 related
    Bonus
    $0 + $337,500 related
    Other
    $0 + $217,869 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $60,348 related
    Filer's total
    $0 + $1,448,800 related

  • MARK MCPHERSON

    FORMER OFFICER; THHS PRESIDENT & CEO

    Total calculated
    $713,120
    From this org
    $0
    From related orgs
    $560,132
    Other
    $152,988
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,867 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $16,522 related
    Deferred
    $0 + $112,931 related
    Nontaxable benefits
    $0 + $40,057 related
    Filer's total
    $0 + $713,120 related

  • CATHERINE MIKUS

    FORMER OFFCR; THMA VP MANAGING CNSL

    Total calculated
    $543,173
    From this org
    $0
    From related orgs
    $485,120
    Other
    $58,053
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,392 related
    Bonus
    $0 + $86,262 related
    Other
    $0 + $60,466 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $35,178 related
    Filer's total
    $0 + $543,173 related

  • MARYANNE SPALLUCCI

    FORMER OFFICER

    Total calculated
    $108,846
    From this org
    $0
    From related orgs
    $106,565
    Other
    $2,281
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $31,308 related
    Bonus
    $0 + $53,958 related
    Other
    $0 + $21,299 related
    Deferred
    $0 + $498 related
    Nontaxable benefits
    $0 + $1,783 related
    Filer's total
    $0 + $108,846 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ST. FRANCIS LIFE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. FRANCIS LIFE'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ST. FRANCIS LIFE'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $211,334 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/22: JOHN CAPASSO - $1,021,450 ($610,522 PAID IN 2023 AND $410,928 TO BE PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $169,076 BENJAMIN CARTER - $392,875 DANIEL DRAKE - $43,458 CATHERINE MIKUS - $47,970 JAMES WOODWARD - $188,029 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DANIEL DRAKE - $112,480 MARK MCPHERSON - $99,206 MANDI MURRAY - $35,197 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 ANNE LEWIS - $361 MANDI MURRAY - $2,765 KAREN NICHOLS - $4,483 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING INDIVIDUALS ARE PARTICIPANTS IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). THE PARTICIPANT'S VESTED BENEFITS WERE PAID OUT IN 2022. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL DRAKE - $15,113 MARYANNE SPALLUCCI - $20,239

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349300834

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